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Global Wealth Management Internship

Mean Value Consulting LLC – New York, NY

Mean Value Consulting wx: meanvalue-8

,, Mean Value Consulting LLC ,, ,, ,, ,,

:

We offer our clients extensive research, trading and investment banking capabilities. Our services and business infrastructure are built on a state-of-the-art technology platform.

Our Services Include: * Asset Management * Global Wealth Management * Investment Banking * Equity Research

Responsibilities:
*

  • Helping create customized financial strategies and investment

portfolios

  • Providing research and analysis, and assisting with product

development

  • Understanding and defining client investment objectives
  • Analyzing data, processes and products
  • Identifying weaknesses, gaps and opportunities for improvement
  • Developing business acumen and understanding of the markets
  • Attending meetings with family offices and high net worth

individuals

  • Participating in meetings with Fund Wholesales on Offshore
  • Products like Nuveen Invesco MFS Meridian and JP Morgan
  • Reviewing the firms Written Supervisory Procedures
  • pertaining to Global Wealth Management

Job Type: Summer/ Winter Internship

This position is on location in NYC. Hours of operation are 9:00am 5:00pm ET, Monday - Friday.
Education:

Bachelor s (Preferred) Master
Work authorization: CPT/OPT

Mean Value Consulting wx: meanvalue-8

Job Types: Part-time, Internship

Job Type: Internship

Job Types: Full-time, Part-time, Internship

Education:

  • Bachelor s (Preferred)

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